See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,700 | $63,953-20.7% | $54,726-7.4% | $135,375-62.5% |
| Participation rate | 62.5% | 84.9%-22.4pp | 79.1%-16.6pp | 82.6%-20.1pp |
| Annual return | -5.68% | -5.77%+0.1pp | -4.56%-1.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,489 | $4,256-65.0% | $3,449-56.8% | $4,779-68.8% |
| Participant deferral / active EE | $2,001 | $4,810-58.4% | $3,953-49.4% | $5,609-64.3% |
| Admin fee / account holder | $9,148 | $4,567+100.3% | $3,818+139.6% | $10,827-15.5% |